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Salesforce + SQL Server

Create Salesforce records from new SQL Server rows with custom queries

Effortlessly maintain data consistency between your SQL Server and Salesforce using this streamlined workflow. When a new row is generated by a custom query in SQL Server, this automation promptly creates a corresponding record in Salesforce, keeping your information up-to-date and reducing manual data entry. Simplify your work process and ensure seamless synchronization between your SQL Server and Salesforce platforms.

Effortlessly maintain data consistency between your SQL Server and Salesforce using this streamlined workflow. When a new row is generated by a custom query in SQL Server, this automation promptly creates a corresponding record in Salesforce, keeping your information up-to-date and reducing manual data entry. Simplify your work process and ensure seamless synchronization between your SQL Server and Salesforce platforms.

  1. When this happens...
    SQL ServerSQL Server
    New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Table/ViewRequired

    Trigger
    Scheduled
    Try It
    • QueryRequired

    Trigger
    Scheduled
    Try It
    • Table/ViewRequired

    • Primary KeyRequired

    • Order ByRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • TableRequired

    • ID ColumnRequired

    Action
    Write
    • Table/ViewRequired

    • Order By

    • Dedupe Key

    Trigger
    Scheduled
    Try It
    • TableRequired

    Action
    Write
    • TableRequired

    • Lookup ColumnRequired

    • Lookup ValueRequired

    Action
    Search
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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About SQL Server

SQL server (or MS SQL) is a top of the line database geared for the cloud

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